Please try to provide my office with a fully answered tax questionnaire, along with the data
requested in that questionnaire, at your first tax appointment.
(Note: Links in green below are in Adobe pdf file format - BE PATIENT - some files may take a
few minutes to load, depending upon the speed of your internet connection, and the speed of your
computer.)
business income or loss questionnaire - taxpayers who run a business as
a sole-proprietorship should fill out a separate form for each business that they owned and operated
rental property questionnaire - taxpayers who have rental property income or loss should
fill out a separate form for each rental property owned